On the Couch

In this episode of On the Couch, I catch up with the CEO of Highfield Resources, Ignacio Salazar.

We last spoke to Ignacio in December 2021, and plenty has happened since with the Muga Project in Northern Spain.

Ignacio is currently in Australia updating investors on the progress of permitting, construction and financing for this important project in the European fertiliser market.

Ignacio Salazar is an international executive with more than 30 years of experience in the natural resources industry. He has lived and worked in various countries in Europe and South America. Ignacio assumed the position of CEO of Highfield in July 2020, after coming from Orosur Mining, a Canadian gold mining company with operations in Colombia, Uruguay and Chile, which is listed in the London and Toronto stock markets, and in which he worked as CEO and CFO for 12 years.

Ignacio has extensive experience in the exploration, development, construction and operation of open pit and underground mines.

Grab a glass of Rioja and sit back and enjoy the conversation with Ignacio.

If you enjoyed this podcast, why not sign up for a free trial? Get access to expert insights and research and become a better investor.

There are also plenty of free podcasts from Marcus Today and the team covering daily updates, chats with fund managers and CEOs of companies that interest us.

Welcome to another episode of 'On the Couch' with myself, Henry Jennings from Marcus Today. In this episode we are talking lithium, and AGY Argosy in particular. I have as my guest Jerko Zuvela, the MD.

• Jerko is a Chartered Professional Geologist having spent over 20 years in the mining and resources industry. He has held executive management roles for private and public resources companies, with operational and corporate experience in various commodities covering exploration, project development, business development, finance, commercial and corporate activities involved with projects in Australia, Asia, Africa and South America.
• Jerko has considerable experience in building junior resources companies and understands the requirements working within this sector, including fundamental parameters, strategic drivers and market requirements within the junior resources industry. 

Background on Rincon.

• The Rincon Lithium Project currently comprises up to ~2,794 hectares of Mining Titles and mining easement landholdings at the Salar del Rincon in Salta Province, Argentina.
• Argosy currently has a 77.5% interest in the JV entity that owns Rincon Lithium Project - Puna Mining S.A., with the right to move to 90% ownership in consideration for funding Stage 3 development.

If you enjoyed this podcast, why not sign up for a free trial? Get access to expert insights and research and become a better investor.

There are also plenty of free podcasts from Marcus Today and the team covering daily updates, chats with fund managers and CEOs of companies that interest us.

In this episode of On the Couch, I am joined by the CEO of one of the hottest biotech stories around currently, Jon Pilcher from Neuren (NEU).

Jon joined Neuren in 2013 as CFO and was appointed CEO in May 2020. Before joining Neuren he was a member of the leadership team at Acrux throughout a period that included its IPO and listing on the ASX, the development and FDA approval of three novel pharmaceutical products and a transforming licensing deal with Eli Lilly in 2010. 

He formerly spent seven years in a series of senior financial positions in the R&D and corporate functions of international pharmaceutical groups Medeva and Celltech, which are now part of UCB. Jon is a Chartered Accountant and holds a degree in Biotechnology from the University of Reading in the UK.  He is a non-executive director of BTC Health.

Neuren Pharmaceuticals (NEU) is developing new therapies for highly debilitating neurodevelopmental disorders that emerge in early childhood and are characterised by impaired connections and signalling between brain cells.

Neuren's lead product trofinetide (also known as NNZ-2566) is licensed to Acadia Pharmaceuticals for North America, with Neuren retaining all rights outside North America and full access to all data generated by Acadia.

If you enjoyed this podcast, why not sign up for a free trial? Get access to expert insights and research and become a better investor.

There are also plenty of free podcasts from Marcus Today and the team covering daily updates, chats with fund managers and CEOs of companies that interest us.

In this episode of 'On the Couch' Henry sits down with chartist, mentor and professional trader Louise Bedford to talk candlesticks, trading psychology and what it takes to be a profitable trader. 

Louise is a fantastic presenter and communicator and has changed many people's lives through her mentoring and trading programs.

Louise is the founder of the Trading Game website and runs her own weekly trading podcast called Talking Trading. She is also a best-selling author of five books on the stockmarket and a behavioural finance expert with degrees in Psychology and Business. She holds an Australian Financial Services Licence.

Her best selling books include, Trading Secrets, Charting Secrets, Let the Trade Wins Flow, The Secret of Candlestick Charting and The Secret of Writing Options.

You can catch up with Louise on www.tradinggame.com.au for her own weekly podcast and trader education.

This is one of the most interesting and informative podcasts we have done on trading, and what it takes to be successful. Highly recommended.

Welcome to another episode of On the Couch with Henry Jennings. Today I Henry is talking to Dr Leslie Chong, CEO and MD of Imugene (IMU).

A very interesting look at an early stage biotech, where it is with trials and data, plus some words of advice on how to look at investing in biotechs in general. And a quick chat on Italian art to finish off. A great podcast and well worth a listen.

Leslie has 24 years of oncology experience in Phase I – III of clinical program development, including leadership role involvement in two marketed oncology products. She was previously Senior Clinical Program Lead at Genentech, Inc., in San Francisco. Genentech is widely regarded as one of the world’s most successful biotech companies with a strong oncology franchise including the best-selling breast cancer drug Herceptin.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.


Marcus Today Disclaimer

IMPORTANT

The content included on our website, podcasts and in our emails has been prepared to provide general information only and, as such, the specific needs, investment objectives or financial situation of any particular user accessing the Marcus Today website or associated emails have not been taken into consideration. Each individual user should obtain advice from their financial planner or advisor before acting on any information provided on the Marcus Today website or associated emails so that such individual users can obtain advice applicable to their personal circumstance from their own financial advisor. Please note that stocks can go down as well as up. Past results are not indicative of future performance and returns can be negative.

Disclaimer - Marcus holds POS shares.  Peter holds POS and PAN shares.

In the middle of a risk-off resources sell-down Marcus is on the Couch with Peter Harold, the CEO of Poseidon Nickel (POS).

Peter covers the nickel market, the resources sell-down, the state of play at POS and their forthcoming feasibility study.  He tops it off with three tips in the small cap resources space.

Enjoy!

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Marcus Today Disclaimer

IMPORTANT

The content included on our website, podcasts and in our emails has been prepared to provide general information only and, as such, the specific needs, investment objectives or financial situation of any particular user accessing the Marcus Today website or associated emails have not been taken into consideration. Each individual user should obtain advice from their financial planner or advisor before acting on any information provided on the Marcus Today website or associated emails so that such individual users can obtain advice applicable to their personal circumstance from their own financial advisor. Please note that stocks can go down as well as up. Past results are not indicative of future performance and returns can be negative.

Welcome to another episode of On the Couch from Marcus Today.  And in this episode Henry Jennings is talking with Julian McCormack from Platinum Asset Management.

In this podcast, Julian and Henry talk about the outlook for global markets as we head towards a recession and a continuing realignment of asset prices. How bad will it get and what investors can do to protect themselves in these troubled times.

Julian joined Platinum in 2001 as an investment analyst, but then left in 2002 to travel the world. Upon returning he spent eight years working in metals and mining equity research and investment banking at Credit Suisse before founding a company in minerals exploration.

Julian re-joined Platinum in 2014 as an investment specialist and works to help clients stay informed, as well as working with the basic industries analytical team.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

The commentary provided by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”) is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. The commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice.

Marcus Today Disclaimer

IMPORTANT

The content included on our website, podcasts and in our emails has been prepared to provide general information only and, as such, the specific needs, investment objectives or financial situation of any particular user accessing the Marcus Today website or associated emails have not been taken into consideration. Each individual user should obtain advice from their financial planner or advisor before acting on any information provided on the Marcus Today website or associated emails so that such individual users can obtain advice applicable to their personal circumstance from their own financial advisor. Please note that stocks can go down as well as up. Past results are not indicative of future performance and returns can be negative.

As a final end of year treat, I sit down with my old friend Adam Dawes from Shaw and Partners. Many will be familiar with Adam from his numerous TV appearances and his insightful knowledge of the Bank of Japan. I once saw Adam asked on CNBC a true question without notice on moves from the BoJ, and as a true professional he managed to conjure something up from the deep recesses of his mind and sound convincing.

In this podcast Adam is on safer ground and we discuss the outlook for the Australian market, what to expect in reporting season and some of the stocks that he likes currently. Plus we invent the banana index. Great fun chat to one of the best in the business.
 
Why not sign up for a free trial? Get access to expert insights and research and become a better investor.



Marcus Today Disclaimer

IMPORTANT

The content included on our website, podcasts and in our emails has been prepared to provide general information only and, as such, the specific needs, investment objectives or financial situation of any particular user accessing the Marcus Today website or associated emails have not been taken into consideration. Each individual user should obtain advice from their financial planner or advisor before acting on any information provided on the Marcus Today website or associated emails so that such individual users can obtain advice applicable to their personal circumstance from their own financial advisor. Please note that stocks can go down as well as up. Past results are not indicative of future performance and returns can be negative.

In this episode of 'On the Couch', Henry catches up with Marcus and asks all those burning questions that members have sent us. 

They cover a huge range, from how broker research works, whether you should add leverage and gearing to build wealth, to the infamous 'Collins Class Submarine' rule (now an AUKUS Sub Rule?)

They have had so many questions, no such thing as a dumb question only questions that are not asked. This could lead to more regular sessions of these Q&A sessions, so keep the questions coming.

This is all part of our mission to make our members better investors and fully informed. Giving you the tools and knowledge to do that is a core part of the MT mantra.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

In this episode,  Henry is speaking with Greg Hall the CEO of Alligator Energy (AGE). AGE is an Australian, ASX-listed, exploration company focused on uranium and energy related minerals, principally cobalt-nickel. Greg has 30+ years experience in uranium and other mine management, uranium / nuclear fuel marketing and CEO roles. Management roles at WMC Olympic Dam & nickel mines.

Greg talks through the fundamentals of the uranium market, where prices are heading and why Alligator Energy (AGE) has an exciting future. It Samphire project in SA is the focal point in the short term with some good catalysts in the near future.

For investors interested in this commodity and the 'greenification' of the planet, together with the new nuclear power technology, this podcast will give you some great insights.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.